no assumption that the economy improves. we can meaningful improve our cash flow and earnings even in an economy that looks like this one. >> you're not expecting any great shakes from the u.s. economy. >> got to create our own bottom line. >> how do you do that? >> made a number of moves over the last five years, most recently making an acquisition in packaging here in north america of one of our competitors and there are huge merger benefits associated with that. realizing the merger ben 2012 twoe 2013 and going on into '14. one of the big drivers and some of the things we're doing around the world in russia, india, south america. >> emerging markets still an important place. >> the cash comes out of america and the growth is in these emerging markets if you have cost position. >> the costs in the u.s. and growth outside. that's what we're continuing to hear. >> sure. >> from a demand story, where is the demand coming from? can you talk about sectors in the u.s. that you see the big ebigest demand and where the weak spots